Dominic Gamble

Do you have 360-degree visibility of your clients’ goals and characteristics, spanning the entire client lifecycle? Are your relationship managers fully equipped to deliver proactive and personalised client service? Are your client lifecycle management systems compliant, scalable and cost-effective? Wealth Dynamix provides multi-award winning, fully integrated, end-to-end digital Client Lifecycle management (CLM) solutions that address the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing for wealth and asset managers, and private banks. Wealth Dynamix has revolutionised client lifecycle management and is at the forefront of innovation. Our ground-breaking application of data modelling, predictive analytics and sentiment analysis is providing wealth managers with the rich and insightful client data required to ensure that clients are being serviced quickly, efficiently and cost-effectively, with relevant and timely communications and proactive next best actions. Powered by cognitive services and powerful analytics to separate the signals from the noise, our solution generates deep, actionable insights based on the aspirations, preferences and sentiments of clients. These insights are accessible at every stage of the process – from initial engagement through to onboarding and ongoing relationship management – in a simplified form that enables relationship managers to recommend the right products, at the right time. Established in 2012 and headquartered in London (UK), Wealth Dynamix operates globally and has offices in New York, Geneva, Zurich, Paris, Vilnius and Singapore. Wealth Dynamix is a subsidiary of Indosuez Wealth Management, the wealth management branch of the Credit Agricole group. No other company has the breadth and depth of CLM experience to meet the specific requirements of international wealth management firms and their clients.

Do you have 360-degree visibility of your clients’ goals and characteristics, spanning the entire client lifecycle? Are your relationship managers fully equipped to deliver proactive and personalised client service? Are your client lifecycle management systems compliant, scalable and cost-effective? Wealth Dynamix provides multi-award winning, fully integrated, end-to-end digital Client Lifecycle management (CLM) solutions that address the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing for wealth and asset managers, and private banks. Wealth Dynamix has revolutionised client lifecycle management and is at the forefront of innovation. Our ground-breaking application of data modelling, predictive analytics and sentiment analysis is providing wealth managers with the rich and insightful client data required to ensure that clients are being serviced quickly, efficiently and cost-effectively, with relevant and timely communications and proactive next best actions. Powered by cognitive services and powerful analytics to separate the signals from the noise, our solution generates deep, actionable insights based on the aspirations, preferences and sentiments of clients. These insights are accessible at every stage of the process – from initial engagement through to onboarding and ongoing relationship management – in a simplified form that enables relationship managers to recommend the right products, at the right time. Established in 2012 and headquartered in London (UK), Wealth Dynamix operates globally and has offices in New York, Geneva, Zurich, Paris, Vilnius and Singapore. Wealth Dynamix is a subsidiary of Indosuez Wealth Management, the wealth management branch of the Credit Agricole group. No other company has the breadth and depth of CLM experience to meet the specific requirements of international wealth management firms and their clients.

WealthUp is the combination of two brands, Wealth In Asia and Hive Up. Wealth In Asia and Hive Up joined forces in order to better educate every consumer about their investment options, and to ensure every person can be connected with a broker. Through the use of our tight-knit financial community, you will be empowered to take control of your financial health.

Revolutionising the way that affluent individuals and wealth managers connect! findaWEALTHMANAGER.com is a free online tool which helps high net worth individuals find the best-matched wealth managers for their individual profile and needs. In the crowded - and often confusing - wealth management market, it can be difficult to know which provider is the right choice. findaWEALTHMANAGER.com takes all the legwork and guesswork out of the process. Now, investors can meet a selection of wealth managers which they know have the right capabilities and expertise. findaWEALTHMANAGER.com is aimed at affluent individuals who want their wealth to work harder. Retirees, entrepreneurs, professionals and expatriates are all among the thousands of people who come to our site every month to start the process of finding the right wealth manager for their specific requirements. findaWEALTHMANAGER.com offers an incredible variety of wealth managers to ensure that we are able to cater for all kinds of client, with every kind of need. Our panel covers the entire spectrum of wealth managers – large and small, traditional and more recently established, independent and bank-owned. The company was founded in the UK in 2012 by CEO & Co-founder Dominic Gamble. In 2015, the second office was launched in Singapore where he is currently based.